Just Dance is probably one of those titles that will see a huge increase thanks to Black Friday deals. Still, that debut is awful. Really, really awful.
Thinking about Black Friday, since the Smash Splat pack is coming, I was wondering what's Splatoon LTD as of October. The last update we had was 600,000 units sold between retail and digital.
3DS hardware numbers? And how well have the PS3, X360 performed this year compared to last year?nice detailed post.
I'm getting the exact same numbers that NPD_George gave.
What do other Musous games usually sell? Guessing DQH isn't up to that tier.
Nothing like Cream and Pies. Thanks.
EDIT:
And that would put the Halo Bundle somewhere around/under 150k. Seeing as how UC sold below Yoshi's 165k but is over 300k with bundles.
Halo 5 is probably under 800k then.
All it means is that the people that were excited for Halo 5 already bought a Xbone before Halo 5 released.Wait... only ~93k Halo 5 bundles sold? Ohhhh Dear.
That is why the bundle was never sold out at retail... MS for sure shipped way more than that.
Not unexpected. They played a teaser trailer for the Poncho Chief at the Xbox reveal.All it means is that the people that were excited for Halo 5 already bought a Xbone before Halo 5 released.
Gotcha. Thanks.Someone must know, but that person ain't me. I'm as curious as the next person.
No, I'm saying the game started physical. Then they decided that digital-only was a better option for them, so they substituted for that. Yes, they also had the option of folding their tent, but they didn't do that either; they substituted digital for physical (after having done both for a bit, I assume?). The upshot is, a game that was being published physically is now only being published digitally. I don't know how you can call that anything other than substitution. The fact that they had a good reason to substitute doesn't make it any less of a substitution.I mean, maybe? But it's very doubtful Yakuza would have been published on disc in the US, given just how poorly the other versions sold. The only reason it's coming out is because of Digital. So, more additive. It's not a substitution, unless you're counting NOT HAPPENING as the option being substituted for?
Always assume that I'm not assuming that. lol No, I don't think development resources are fixed, but yes, I understand that they are both finite and reasonably static. Yes, there are a lot of 15 year old indy developers out there. There are also a lot of industry veterans who after the flop of the latest mid-tier project they'd been working on decided to split up and strike out on their own without the shackles of a publisher who thought more about profits than fun and the need to sell a ridiculous number of copies just to break even. The former group are doing incremental publishing, and the latter group are substitutive. IMHOIf what you're saying is that development resources that would have gone into packaged games are now going into indies because of digital, well, of course they are. That's very obvious.
But you're assuming zero sum here. As if every dollar allocated to digital development is a dollar lost to packaged development. It's just not the case.
However, one of my key points (again, we agree here) is that as big Packaged games rose in risk profile, fewer pubs, developers and titles in the packaged space remained.
So, we're in agreement. Just coming at it from difference angles.
Then would it be fair to say that at the $60 price point, digital brings substantially more money to the pub/dev in the ballpark of 56% more than does physical?Oh yeah. That thing is off in the detail for sure. Made be a dev if I recall, not someone actually on the business side. I mean, it's ballpark, so whatever. But there's a lot in there that is incorrect.
Okay, so a few years back, before digital was a thing, ShooterGame2 sold 1M at retail. ShooterGame3 just launched both physically and digitally, and sold 1M at retail, and another 250k digitally. So we can easily see that adding a digital option grew the market by 25%. Obviously, some number of that 250k substituted digital for physical, but we know that whatever the amount, it's basically meaningless, because we haven't lost any of our 1M physical buyers; they're still lined up in the store on launch day, just like last time. Not every title follows these precise patterns and likely, no title follows them precisely but when looking at the overall market, we can say that this is the trend. There are more sales now, but they come almost entirely from the digital market, because the physical market has been stable from a per-title perspective. Yes?You're right. I've dodged. Because getting to that answer isn't something that can be done looking at one title. It's seeing that, despite the growth on the digital distribution side, sales on the packaged side have not changed where we'd have expected them to be years ago. If Digital was truly substituting for Packaged sales, growth in Digital would be offset by lower than expected sales on the Packaged side. This is not happening.
How much what? A game used to sell 100% Packaged, now it's 80% Packaged 20% Digital, on average. But Packaged size hasn't changed much.
So if a game used to do 1m units Packaged, that same game released today would be expected to do 0.9m-1.1m Packaged, with around 0.2m-0.3m Digital.
Does that help?
Yeah, sorry. Like I said, I certainly didn't mean to pester you to divulge too many secrets. It's just that since I'm on the outside, I really have no way to determine what's" too many," apart from your telling me you can't answer.Well, if NPD just released its monthly data feed lots of readers could assign lots of their own significance on all kinds of things. I'm not in a position to give out proprietary info, so feel free to disagree. I'm not trying to convince you of anything, just sharing my own observations based on over a decade of looking at this stuff daily.
And hey, that happens too. A lot of this is a matter of interpretation. Look at the above example. Even with "concrete" data, we still can't agree on what it's actually telling us. That's why I'm trying to get the data as raw as I possibly can without getting you fired. Not because your conclusions aren't valid, but because I may be able to draw my own, equally (in)valid conclusions. If and when you have differing conclusions, then you can play "Which is Best?"You just want clarity that I can't provide and proof that the data itself cannot provide. It happens. This stuff is incredibly complicated and the data we have to use sucks.
Sounds you're the one assuming zero sum here. "If substitution was happening at meaningful rates, per-title packaged sales would drop meaningfully, yet they aren't." That's zero sum. whynotboth.gif Your assumption that substitution is meaningless only holds if growth would've been equally meaningless were it not for the addition of digital. If you don't assume zero-sum and allow for the possibility of growth outside of the addition of new delivery vectors, that also allows for "hidden" substitution to occur. Hence, your scenario is zero sum, not mine.Surfer, let's try this one more time. A good college try.
Substitute - This word implies causality, and an either/or situation. "Instead of product X, I will instead buy product Y". In this case, the customer could substitute a Digital purchase (Y) for a Packaged purchase (X). +1 sale to Digital, -1 sale to Packaged.
This also implies, then, the following statement: "Packaged sales are down because digital sales are up".
No, no, no! Haven't you been paying attention?? It's not ironic; it's expected. The very same factors that make digital a great refuge for games that once struggled to be viable physically also make it the perfect place to incubate unproven IP, and determine whether you have something worthy of physical release. It's not irony when a system is doing precisely what it's supposed to do.Ironic.
First, digital sales kill retail business, now digital sales bring indies into retail.
For now, this is only true for PC market, as Console is still working quite well with retail boxes. We'll see how things develop.
The thing is, before retail was the main source of revenue for PC games. Now, no game can survive on retail alone. Boxed games are more of an additional buck to make and a marketing instrument.
Thanks, George. <3Hi Jawmuncher! NPD_George here!
Activision Blizzard's 'Guitar Hero Live' is an interesting phenomenon. In The NPD Group's October 2015 U.S. Games Industry Report, the software SKU of Guitar Hero Live sold 121K units.
Please note that, when doing a direct comparison, this is 88% more units than the prequel sold numerous years ago. And, this is despite the steep starting price of $100. So it would appear that from first glance that Guitar Hero Live is a success for the company.
But yet, in September 2009, just a year earlier, the regular Xbox 360 SKU of Guitar Hero 5 *alone* sold more units (157K) than Guitar Hero Live managed (all Guitar Hero 5 SKUs sold 499K combined). Thus, the revival of the Guitar Hero franchise may be short-lived, especially because the rival from Mad Catz 'Rock Band 4' sold around the same number of copies as Guitar Hero Live.
I don't believe MS will release Gears 4 in Q4 2016 - anymore...
I don't automatically see it as a negative.Not unexpected. They played a teaser trailer for the Poncho Chief at the Xbox reveal.
They played that card way too early into this gen.
I don't believe MS will release Gears 4 in Q4 2016 - anymore...
All it means is that the people that were excited for Halo 5 already bought a Xbone before Halo 5 released.
At least this closes that argument people had between 2 and 1 year ago.
I don't believe MS will release Gears 4 in Q4 2016 - anymore...
If digital were truly substitutive, the average sales per packaged release would reasonably go down, correct? The correlation between these two factors would also weaken as each year passes, right? A bigger portion of the sales of that title would go digital, the overall sales would stay firm, therefore Packaged sales would go down.[/B]
Can't see that happening at all. Biggest Xbox exclusive for 2016. I think we may see an early October release though (instead of late October or early November -- i.e.: Call of Duty hype train period).
Fair enough. With the way Microsoft and retailers are set up for retailer bundles that get counted as regular game sales this doesn't allow for my conclusion.I wouldn't say that as a fact yet considering the bundle was $500. Don't know how many people bought the game alongside the other cheaper bundles.
They need a significant gap to all those November releases. Just too crowded space for expensive 1st party games. So, maybe early (!) October could work, but releasing it in November will not do Gears 4 sales any good.
Fair enough. With the way Microsoft and retailers are set up for retailer bundles that get counted as regular game sales this doesn't allow for my conclusion.
Wait... only ~93k Halo 5 bundles sold? Ohhhh Dear.
That is why the bundle was never sold out at retail... MS for sure shipped way more than that.
Well, in my eyes it's irony to see once proud retailers slowly being transformed into additional revenue sources.No, no, no! Haven't you been paying attention?? It's not ironic; it's expected. The very same factors that make digital a great refuge for games that once struggled to be viable physically also make it the perfect place to incubate unproven IP, and determine whether you have something worthy of physical release. It's not irony when a system is doing precisely what it's supposed to do.
$500 price tag for Halo 5 bundle was insane.
I have no idea what they were thinking.$500 price tag for Halo 5 bundle was insane.
Well, in my eyes it's irony to see once proud retailers slowly being transformed into additional revenue sources.
Saddest image: Steam card displays.
Second place: Steam keys in Retail boxes.
So far, console boxes are still safe, as closed systems (our yesterday's favorite theme) keep prices high without discount madness every two months and PWYW-bundling after nine. So retail boxes still can compete and have some safety in planning, even if revenue per box is far lower than digital sale.
But I think you talked about something else. Incubator effect of digital, propelling the strongest titles into retail. A little like pilot episodes for TV series. Of course that's nice and risc minimising. Nevertheless I would like to know what Limbo, Shovel Knight or some other indie darling make in retail compared to their digital success before.
I have no idea what they were thinking.
Sure. Let's say we have five games that typically move 1000k, and another five that typically do 500k. So we have per-title sales of 750k. Now let's say three of those smaller games either fold or flee to digital. Now our per-title average has jumped to 857k. So if our per-title average is flat despite the loss of presumably smaller titles, one might ask why we aren't seeing that per-title bump. Perhaps due to digital substitution at the consumer end occurring at a compensatory rate?Correct me if I'm wrong but if the packaged release count goes down then average sales per title would go up since lower selling titles would be the ones to be cut …
I'm not so sure about this part though. When they stopped making games like AeroBiz and Carnage Heart for PlayStation, that didn't make me any more interested in Call of Duty. More resentful, if anything.…and some of the sales of the games that were cut would be consolidated to the surviving games.
Oh, I see what you mean. Sorry, I typically don't spend a lot of time thinking about industries that get usurped by technology, particularly if they're "just" cottage industries. Someday we'll have replicators and we won't need retail at all, which I guess will be sad for any retailers who didn't see that coming and learn how to repair replicators. /shrugWell, in my eyes it's irony to see once proud retailers slowly being transformed into additional revenue sources.
Saddest image: Steam card displays.
Second place: Steam keys in Retail boxes.
Oh, I don't think physical distribution is going away any time in the near future. Retail is vital to distribution, and will remain so for the foreseeable future. That said, digital distribution has progressed to the point that digital-only is a viable option, and indeed sometimes preferable to physical distribution. Therefore, I also side with the conventional that says substitution is happening today, and will likely continue to progress.So far, console boxes are still safe, as closed systems (our yesterday's favorite theme) keep prices high without discount madness every two months and PWYW-bundling after nine. So retail boxes still can compete and have some safety in planning, even if revenue per box is far lower than digital sale.
Yeah, I'd be interested to know just profitable those attempts to collect that "high-hanging" fruit really are. Obviously, Minecraft has seen great success at retail, but it's hardly the norm.But I think you talked about something else. Incubator effect of digital, propelling the strongest titles into retail. A little like pilot episodes for TV series. Of course that's nice and risc minimising. Nevertheless I would like to know what Limbo, Shovel Knight or some other indie darling make in retail compared to their digital success before.
Hi, jjonez18. NPD_George here. Let me clarify.
Microsoft's Halo 5: Guardians game sales were 842K.
In total (as I previously announced), Halo 5: Guardians sold 935K.
Hardware bundles with 'Gears of War: Ultimate Edition' and 'Halo 5: Guardians' comprised a significant part of the 303K Xbox One sales for the month and led Xbox One sales.
As previously discussed, it is abundantly clear that Uncharted: The Nathan Drake Collection was more successful in generating hardware interest.
It also speaks to the inherent strengths of Sony's PlayStation 4 platform in attracting new customers.
agree. Minecraft numbers would teach us nothing.Yeah, I'd be interested to know just profitable those attempts to collect that "high-hanging" fruit really are. Obviously, Minecraft has seen great success at retail, but it's hardly the norm.
Console boxes in Europe do fine. PC dies as everywhere. In some markets the body still shakes a little, in some it already stinks.Anyway, if we had an idea of how many additional sales they were getting on the physical release, it'd help us determine how much of the digital market is incremental and how much is substitutional. It seems like comparatively little substitution occurs on the consumer end in Europe, so the physical release would likely be more successful there.
Correct me if I'm wrong but if the packaged release count goes down then average sales per title would go up since lower selling titles would be the ones to be cut and some of the sales of the games that were cut would be consolidated to the surviving games. Then digital comes in and substitutes for some of these increased sales bringing them back down.
They need to. Halo Wars is a good August/September game but nothing in their upcoming catalog screams Holiday release except Gears, at least on paper.
I disagree. I think they need to launch gears in the fall just so that there's an attached bundle.Don't you think this holiday shows that unless you're an absolutely gigantic brand, it's hard to keep up during the holidays? Uncharted 4 would have struggled this Christmas, too. For as much stick as Sony's gotten for not having a "holiday lineup", I think their strategy's been spot on.
Uncharted 4's going to clean up in March now.
Sure, that'd be pretty cool.1) indies are proud to have a box. These are game-makers after all, and not always cold-hearted businessmen. They work for the game several years and finally they have a physical product.
Also good when you promised it for your kickstarter backers of course.
Probably not the cheapest advertising one could do, but advertising nonetheless, and arguably more effective than a radio spot.2) retail boxes are small ads for the game, standing there where gamers go.
Possible that gamers see the box, admire, and then buy digitally afterwards on sale. Also: retailers might promote the game and the fact that it's out on retail might add social media buzz and reviews.
True, it's always nice to have powerful friends.3) you establish a contact to a publisher. And you never know if that might not come in handy for your next game.
Sorry, but I have absolutely no idea what this means. lolPardon me, but I have a soft spot for soft skills and kitchen psychology.
Again, I'm not really sure what you're trying to say here, but my point was that when it comes to console software, it seems like Europe as a whole is fairly reluctant to switch to digital.Console boxes in Europe do fine. PC dies as everywhere. In some markets the body still shakes a little, in some it already stinks.
Yeah, that's kinda the conclusion I was reaching too. I now see where you're coming from, and I understand why you feel that way, but I still think your definition of substitution is way too narrow and you see can't see any meaningful levels of substitution because you've decided that all of the causes of substitution somehow make it no longer a case of substitution. So yeah, sorry and thanks for explaining where you're coming from it really was helpful but I'm still siding with the conventional wisdom here.Surfer, I'm throwing in the towel. We cannot even agree what the word substitute means. You are assuming a causal relationship between digital and packaged sales levels. I disagree strongly.
The only part of that I dispute is that it merely could result in market success. There's no guarantee of success. The only thing that's guaranteed is your risk. Just like playing the slots, bigger risks can mean bigger rewards, but playing the $5 machine doesn't mean you're going to win more. It just means you might.The philosophy I espouse, that releasing more packaged games will result in market success despite growth in digital, has worked out really well for a pub like Warner this year. Other pubs that pulled back on packaged games without diversifying in the contraction period are struggling. Oh well.
You too.Anyways, have a good thanksgiving.
I think you misread him. 303k Bones were sold, and of those, a significant number were Gears bundles.So, now we know Uncharted bundle is over 135,000, while Halo bundle sold 93,000 unit... Wonder what are the real numbers for Uncharted.
Very thanks! I asked so much for the GOW Ultimate sales.
So, now we can make a full comparation:
Gears of War - 1,000,000
Gears of War 2 - 1,560,000
Gears of War 3 - 1,800,000
Gears of War Judgement - 620,000
Gears of War Ultimate edition - 303,000
I think you misread him. 303k Bones were sold, and of those, a significant number were Gears bundles.
I don't think he said Gears sold 303k =/
lol Well, then just to chime in on your edit…Uh. D:
Yeah, i writes fast lol, ignore my post.
Would not be the first time a title got .3 in week 1 btw. But would not be surprised if x>.3. Also would not be surprised to see some numbers pop up tomorrow o_0
Or not. What do I know.
I wouldn't be surprised to see some tweets or statements from people on social media tomorrow regarding H5 digital share. Might not happen, but don't be surprised if it does
So, now we know Uncharted bundle is over 135,000, while Halo bundle sold 93,000 unit... Wonder what are the real numbers for Uncharted.
Another Best Buy and PS4s are pretty much flying off the shelves. XB1's not doing so bad either.
And no one is touching the Tomb Raider stack. It's in pristine condition.
And no Diablo 3 either dammit.
So Cosmic about those Halo numbers you mentioned you wouldn't be surprised to see today ...
I don't think they happened. I've got a fever and the only cure is more digital sales data.
Tomb Raider is gonna be a flop in the U.S. It's not gonna sell until they slash the price.
PS4 looks like the winner, but both platforms will do very well.
We now know that Halo 5 standalone was 842k.
It you look at the pricing Uncharted bundle was the budget bundle while Halo 5 was a premium bundle.Wait what? Uncharted Collection bundle sold more than the Halo 5 bundle? Really?
I really don't know what the FUCK they were doing with TR.
We now know that Halo 5 without the bundle was 842k.
Yerp.Wait what? Uncharted Collection bundle sold more than the Halo 5 bundle? Really?
Halo5 bundle < Uncharted bundle